This article describes how to create and modify a survey.
The survey section in the application allows the administrator to create customer survey or user survey. The customer survey will be accessible via a url you will make public to which you will include a small html file that will include information to access the survey. An exemple can be found here.
To access the survey section you go to the navigation menu and selection the survey option. A list of all survey will be presented and you will have access to create, edit or delete the existing survey.
You assign a survey to a campaign, for information on campaign go here.
A customer survey can be presented to the customer embeded in an iframe (form to be filled out) or as clickable icon that will appear on the bottom right section of the web page while the agent survey will be presented in the workitem section under survey.
Enter the name of the survey.
Enter the description of this survey.
Enter the type of survey between Full Page and Icon. This option is only for cutomer side survey, if selected when an agent survey it will be ignore
Full Page => Use this option when the survey will be embeded in an iframe
Icon => Use this option when the survey will be acessible via an icon where the user would click on
Select the theme representing the color you want for the survey. Theme can be define here and the application include the following out of the box themes
Select the font to be use for this survey. Possible values are
Height to display the survey. 0 mean full height
Width to display the survey. 0 mean full width
When using the Survey type icon, the icons will be presented to open or close the survey
Obsolete and will be removed. Use the header component to present a header
Obsolete and will be removed. Use the footer component to present a footer
Obsolete and will be removed. Use the header component to present the page control
Obsolete and will be removed. Use the Footer component to present the page control
Obsolete and will be removed. This flag is to show or hide the tabs in the survey allowing you to move to different section of the survey. Use the move to panel and / or the header or footer page control.
This section give you access to the survey editor allowing you to see the preview of it. You can click directly in the survey or using the edit icon to access it. The Survey editor comprise of the WYSIWYG view on the right side and the components on the right side that you can drag & drop on the layout. You can access the Survey Editor help here
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.